IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,138
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$613K
3
+$568K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$563K
5
PGX icon
Invesco Preferred ETF
PGX
+$549K

Top Sells

1
+$1.16M
2
+$1.08M
3
+$972K
4
GLW icon
Corning
GLW
+$559K
5
PAG icon
Penske Automotive Group
PAG
+$303K

Sector Composition

1 Consumer Discretionary 12.3%
2 Technology 10.47%
3 Industrials 10.4%
4 Financials 10.3%
5 Materials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$259K 0.1%
2,425
277
$259K 0.1%
26,791
-1,250
278
$258K 0.1%
3,100
279
$255K 0.1%
9,558
-270
280
$253K 0.1%
19,425
-800
281
$253K 0.1%
17,250
282
$250K 0.1%
6,950
283
$247K 0.1%
19,000
-400
284
$245K 0.1%
43,100
-3,300
285
$242K 0.1%
5,443
286
$238K 0.09%
870
287
$235K 0.09%
26,760
288
$234K 0.09%
3,375
-200
289
$233K 0.09%
4,933
290
$230K 0.09%
22,495
291
$226K 0.09%
8,550
292
$225K 0.09%
3,252
293
$224K 0.09%
16,075
294
$221K 0.09%
15,125
-400
295
$217K 0.09%
5,850
-5,234
296
$217K 0.09%
11,600
-275
297
$215K 0.08%
4,500
298
$214K 0.08%
1,437
299
$205K 0.08%
24,939
-1,400
300
$205K 0.08%
1,738
+5
10 11
12
13 14